Hello, We are running into the problem of trying to right estimates for multiple contractors. We are bidding the same job to multiple contractors and would like a way to just copy it over to each o...
Hey all,
We are new to the platform and are looking to implement a form that we can use in the field. If anyone could advise whether they created one in forms or imported theirs, I would appr...
We have built forms for all the types of HVAC maintenance we do including triggers and tagging to the equipment. For prospects who are looking to see what is included in the maintenance service, we w...
I'm sure this has been asked before but I'm having trouble searching in the community. How does everyone handle selling technicians? Most of our technicians are selling techs so they do n...
Someone mentioned a Build Estimate button on the location screen that would allow to build an estimate that would show in follow ups without booking a job. @KirstenGoTime was that you? I ne...
Our estimates are good for 30 days, but that means we have to go through and manually dismiss every unsold estimate after they expire. Is there any way to set an expiration where the estimates will b...
I have a customer wanting to download the invoices from the customer portal. Is that possible and if so how would they need to do it?
Thank you in advanced (:
